Unit of competency Outline

Date retreived
23/07/2026 4:47 AM AWST

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Promote mobile banking services

Promote mobile banking services

Unit of competency
National Code
FNSBNK404
State Code
AUQ57
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
1.00
Current Release Date
25/03/2015
View on TGA
State Implementation and Classification
Approved Date
16/09/2015
Field of Education
081101 - Banking And Finance
Original Release Date
16/09/2015
Nominal Hours
35
Description
This unit describes the skills and knowledge required to identify clients who would benefit from mobile banking services and develop promotional tools and techniques to introduce the service.It applies to individuals who work within a team and have responsibility for implementing and promoting strategic activities to build business.No licensing, legislative or certification requirements apply to this unit at the time of publication.
Notes
Elements and Performance Criteria
1. Establish client needs
  • 1.1 Identify clients who would benefit from mobile banking services
  • 1.2 Analyse communication techniques for informing clients about mobile banking services
  • 1.3 Develop contact procedures for clients
2. Develop promotional tools
  • 2.1 Identify appropriate mobile banking service model
  • 2.2 Analyse promotional concepts for mobile banking to individual clients
  • 2.3 Identify or develop suitable promotional tools and techniques for mobile banking services
  • 2.4 Produce documentation to assist in promotional activities consistent with organisational policy and standards
3. Introduce promotional tools and techniques to sales team
  • 3.1 Provide team members with information on promoting mobile banking services
  • 3.2 Address queries on techniques and tools to ensure team members are proficient in dealing with queries, in accordance with relevant standards and organisational policy and procedures
  • 3.3 Complete documentation for agreements on providing mobile banking services to clients to appropriate standards as set out in quality control documentation
No information
No information
Replaces
State Code National Code Title Type
D4063 FNSBNK404A Promote mobile banking services Unit of competency
Replaced By
State Code National Code Title Type
OBR92 FNSBNK414 Promote mobile banking services Unit of competency
State Code National Code Title Type
AVZ5 FNS42015 Certificate IV in Banking Services Qualification
AVY4 FNS41815 Certificate IV in Financial Services Qualification